B

BP Portfolio holdings

AUM $15.9M
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
+23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.61M
3
+$6.39M
4
MSFT icon
Microsoft
MSFT
+$5.53M
5
TWTR
Twitter, Inc.
TWTR
+$5.07M

Top Sells

1
+$12.6M
2
+$10.3M
3
+$9.59M
4
XOM icon
Exxon Mobil
XOM
+$9.03M
5
HD icon
Home Depot
HD
+$8.36M

Sector Composition

1 Financials 15.67%
2 Technology 15.09%
3 Healthcare 13.73%
4 Consumer Staples 11.74%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.81M 0.11%
88,000
227
$2.79M 0.11%
37,000
228
$2.77M 0.11%
55,000
229
$2.72M 0.11%
36,000
-4,000
230
$2.72M 0.11%
+59,000
231
$2.72M 0.1%
+67,000
232
$2.72M 0.1%
62,000
-3,000
233
$2.7M 0.1%
31,000
+16,000
234
$2.64M 0.1%
108,000
-12,000
235
$2.64M 0.1%
41,000
236
$2.6M 0.1%
+24,000
237
$2.6M 0.1%
62,000
238
$2.59M 0.1%
66,000
-321,000
239
$2.58M 0.1%
+78,000
240
$2.56M 0.1%
21,000
241
$2.55M 0.1%
30,000
242
$2.55M 0.1%
62,000
243
$2.54M 0.1%
69,390
-3,855
244
$2.52M 0.1%
+6,000
245
$2.51M 0.1%
+39,000
246
$2.51M 0.1%
20,000
247
$2.5M 0.1%
54,912
248
$2.49M 0.1%
27,000
249
$2.47M 0.1%
152,000
-168,000
250
$2.47M 0.1%
43,000
8 9
10
11 12